Monthly Budget Spreadsheet Lite | Simple Beginner Budget Template | Budget vs Actual | Google Sheets & Excel | Starter Budget Planner
New to budgeting? Start simple with this Monthly Budget Lite spreadsheet: plan one month, log what you spend and see what is left, in about 10 minutes.
This is the LITE (starter) version of our Family Budget & Debt Payoff Planner. It does the basics really well, so you can try our templates for a small price.
WHAT'S INSIDE
- Start Here: your name and budget month, with simple step-by-step instructions
- Budget: planned amount for each income and expense category
- Transactions: log money in and out and pick a category
- Dashboard: income, spent, left over and budget vs. actual by category, with a spending chart
- Help & FAQ: answers to the most common questions
FEATURES
✔ Budget vs. actual for one month
✔ Left over calculated for you
✔ Over-budget categories highlighted
✔ Spending chart by category
✔ Editable categories
WANT MORE? The full Family Budget & Debt Payoff Planner (in our shop) adds all 12 months in one file, a Snowball/Avalanche debt payoff planner with your debt-free date, more categories, accounts and charts.
YOU WILL RECEIVE
✔ 1 spreadsheet template (.xlsx)
✔ 1 PDF guide: how to open it in Google Sheets (free) or Excel
PLEASE NOTE
- This is a digital product. Nothing physical will be shipped.
- Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer / Microsoft 365.
- Not compatible with Apple Numbers.
- Due to the digital nature of this item, no returns, but please message us for any help.
- For personal use only (no resale or sharing of the file).